Next Meeting:
Tuesday, November 5, 2024
Members Only - Tax Aware Investment Solutions for High-Net-Worth Clients
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THE NAMES AND ADDRESSES OF THE MEMBERSHIP CONTAINED IN THIS ROSTER AND ON THE WEBSITE CANNOT BE USED WITHOUT PRIOR WRITTEN APPROVAL OF THE BOARD OF DIRECTORS OF THE ESTATE PLANNING COUNCIL OF ST. LOUIS.
November 5, 2024
Elliot Dole, CFP®, EA, AEP®, CExP™, CAP® Wealth Advisor - Buckingham Arthur Fischer-Zernin, CFA, Managing Director - AQR Capital Management
See Event Details
November 7, 2024
Young Professionals Happy Hour
November 18, 2024
Tax Policy in 2025 – TCJA Sunset Legislation
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA - Keebler & Associates, LLP
December 5, 2024
Member Appreciation Holiday Party
none
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